Using the Square. within

Transcription

1 Using the Square Square is an electronic payment system that allows users to accept credit card payments on mobile devices (iphone, ipad, ipod touch, or an Android device). STEP 1 - Sign up When registering for your in-person or combination BeadforLife Marketplace, check the box on the registration page to let us know you want to receive a Square mobile credit card reader. If you have already registered and didn t ask for a Square during your registration, please customercare@beadforlife.org with your name, address and a request for a Square reader. o Note: If your BeadforLife Marketplace box has already shipped out to you, us and we will provide further instructions. You will receive an from Square [norepy@messaging.squareup.com] within a few days of your registration inviting you to accept payments for BeadforLife. Here is a sample of the STEP 2 Establish your Account Click the Get Started button in the invitation to be connected to BeadforLife s account. IMPORTANT: This is the ONLY way you will be able to accept payments on BeadforLife s behalf. If you create your own Square account, the payments will not be directed to BeadforLife. Fill in all of the information requested and click continue. BeadforLife will send you the Square device (if you requested one during your registration), but you can also have Square send one directly to your house for free.

2 STEP 3 Download the Phone App After you create your Account you will see this screen: Fill in your phone number in the box provided and select the Send Link button. This will send a text to your phone with directions on downloading the Square Card Reader App to your mobile device. -OR- Choose Skip and download the Square Card Reader App from an app store (Google Play or Apple App Store). After completing these steps, you have successfully signed up for Square!

3 How to Accept Payments using a Square Mobile Credit Card Reader STEP 1 Sign into the Card Reader App Open the App on your mobile device and sign-in using the and the password you established. Insert the Square device into the headphone jack of your mobile device. Practice taking Payments (optional) Accepting credit card payments using Square is simple. One way to improve the accuracy of your card swipe is to practice with your own card. Here s how: 1. Tap silhouette icon on the top left corner of the app 2. Tap support in the list of account settings. 3. Select the How to Swipe button. 4. Follow prompts 5. When you have obtained 3 green checks tap done 6. Tap done again to return to the payment screen

4 STEP 2 Complete a Purchase and/or Donation Transaction Go to the library setting in Square. This is the icon located in the middle of the bottom of your screen. Using the library, select the products your guest is purchasing. Enter all of the products your guest wants to purchase. If your guest wants to purchase more than one of a single product, just click on the product multiple times. For example, if your guest wants to purchase two Asali Necklaces, simply click on the Asali Necklace twice. If your guest wants to make a donation instead of or in addition to purchasing a product, you follow the same process. On the library page, select one of the donation amounts available ($5, $10, $25 or $50). If an individual wants to donate a different amount, just select the appropriate donation amounts that add up to the desired total. For example, for a $100 donation, just select ect the $50 donation twice. Once all products or donations have been entered, you will see the Current Sale at the top of the page, which indicates the number of products purchased or donations made. You ll also see the grand total that will be charged to your guest. Click Charge. From this next screen, select Credit Card Swipe the guest s card through the card reader with a moderately fast swipe. NOTE: Sometimes you may have to swipe the card more than once for the card to be read by the card reader (use practice swipes to get the hang of it). If you are unable to use the card reader, please collect lect payment in cash or check. STEP 3 Customer s s signature When you have successfully swiped the card, you will be taken to a signature page (see below). Have the customer sign using the soft part of their finger on your device and tap Continue.

5 STEP 4 Customers receipt If your customer wants a receipt, you can send a receipt via text message (SMS) or . Enter the customer s phone number or address. If they have made any previous purchases using a Square reader elsewhere, their contact info will automatically show up. Tap Send Receipt. The customer may decline a receipt. In that case, select Skip Receipt. STEP 5 Payment confirmation This screen will appear when the transaction is complete. Tap Done.

6 Troubleshooting What if I ve already used the Square for a BeadforLife Marketplace in the past? Your will always be tied to that same account you signed up for originally. If you already signed up with BeadforLife, all you have to do is enter your password. If you forgot your password, follow the steps below. Who should I contact if I forgot my Square Password? BeadforLife does not have access to your Square account information. To reset your password online, click the "Forgot your password?" link at squareup.com/login or go straight to squareup.com/password. What if someone s credit card won t swipe? Sometimes the magnetic strip is no longer operable. If, after a few tries (try swiping left to right as well), the transaction will not go through, please request that the customer pay using check or cash. For security reasons, it is very important not to write down credit card numbers. What if I make a mistake and enter the wrong product? If you make mistake and you haven t already charged the guest s credit card, you can delete an item or the entire sale. Click the current sale text at the top of the page. This will take you to a page with an overview of the items included in the sale. To delete an item, click on the name of the item. You will then see a screen with notes and quantity for that specific item. Click remove item and the item will be deleted. Or, you can increase or decrease the item quantity as well. If you want to clear the whole sale, click the Clear Sale button. How do we void a transaction or issue a refund after the transaction is complete? Unfortunately, you cannot issue a refund yourself through Square if a credit card has been charged and the transaction is complete. Please the customer s name, amount, and last four digits of the credit card to customercare@beadforlife.org and we will arrange for the refund. What if my question about Square is not shown here? Please visit to find answers to all your Square related questions.